Cerity Partners
SMFG icon

Cerity Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cerity Partners’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Buy
493,964
+19,259
+4% +$428K 0.01% 687
2026
Q1 		$9.38M Buy
474,705
+45,604
+11% +$958K 0.01% 722
2025
Q4 		$8.29M Sell
429,101
-22,164
-5% -$384K 0.01% 723
2025
Q3 		$7.55M Sell
451,265
-7,662
-2% -$123K 0.01% 697
2025
Q2 		$6.93M Sell
458,927
-9,283
-2% -$133K 0.01% 677
2025
Q1 		$7.24M Buy
468,210
+148,480
+46% +$2.26M 0.01% 603
2024
Q4 		$4.46M Sell
319,730
-33,313
-9% -$458K 0.01% 759
2024
Q3 		$4.46M Buy
353,043
+84,989
+32% +$1.12M 0.01% 738
2024
Q2 		$3.59M Sell
268,054
-78,874
-23% -$955K 0.01% 710
2024
Q1 		$4.08M Buy
346,928
+104,330
+43% +$1.12M 0.01% 708
2023
Q4 		$2.35M Buy
242,598
+21,619
+10% +$210K 0.01% 722
2023
Q3 		$2.18M Sell
220,979
-19,260
-8% -$178K 0.01% 569
2023
Q2 		$2.07M Buy
240,239
+4,367
+2% +$36.1K 0.01% 724
2023
Q1 		$1.89M Buy
235,872
+19,879
+9% +$168K ﹤0.01% 739
2022
Q4 		$1.73M Sell
215,993
-24,615
-10% -$157K 0.01% 553
2022
Q3 		$1.32M Buy
240,608
+89,560
+59% +$540K 0.02% 450
2022
Q2 		$891K Buy
151,048
+125,562
+493% +$759K 0.01% 579
2022
Q1 		$159K Sell
25,486
-14,048
-36% -$100K ﹤0.01% 876
2021
Q4 		$269K Buy
+39,534
New +$268K ﹤0.01% 818
2019
Q2 		– Sell
-12,495
Closed -$88K – 573
2019
Q1 		$88K Sell
12,495
-39,925
-76% -$285K 0.01% 523
2018
Q4 		$341K Buy
52,420
+145
+0.3% +$1.08K 0.02% 378
2018
Q3 		$420K Buy
52,275
+3,506
+7% +$27.7K 0.03% 360
2018
Q2 		$379K Buy
48,769
+8,557
+21% +$71.1K 0.03% 377
2018
Q1 		$342K Sell
40,212
-4,035
-9% -$36.1K 0.03% 403
2017
Q4 		$385K Buy
44,247
+738
+2% +$5.98K 0.03% 389
2017
Q3 		$335K Buy
+43,509
New +$332K 0.02% 406
2017
Q2 		– Sell
-38,903
Closed -$282K – 425
2017
Q1 		$282K Buy
+38,903
New +$302K 0.02% 352

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners's SMFG Position: Q2 2026 in Review

Cerity Partners increased its Sumitomo Mitsui Financial (SMFG) stake by 4.1% in Q2 2026, buying an estimated $428K and bringing the position to 493,964 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #687.

Cerity Partners first reported a position in SMFG in Q1 2017 and has held it in 27 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Cerity Partners held 493,964 shares of Sumitomo Mitsui Financial worth $11.6M as of Q2 2026.
  • Cerity Partners bought 19,259 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $428K.
  • Sumitomo Mitsui Financial made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #687 holding.
  • Cerity Partners first reported a position in Sumitomo Mitsui Financial in Q1 2017 and has held it in 27 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.